Chinese University Purchased Nvidia H200 Chips Despite US Blacklist
📊 NVDA — Piyasa Yorumu
▼ down · 55%The news points to a breach of US export controls, creating additional regulatory risk and potential sanctions concerns for Nvidia; such headlines are generally perceived as negative in the short term. However, given that H200 sales are already believed to be limited, the direct revenue impact may remain contained. The technical picture is weak: the price has fallen more than 7% in 24 hours, MACD is in negative territory and below its signal line, and the stock is trading well below its SMA50 (187). Although RSI at 41 is approaching oversold territory, there is no reversal signal yet; holding around SMA20 (173.5) is critical. I therefore forecast a slightly downward bias with low-to-medium confidence for the 1-3 day horizon.
📊 GOOGL — Piyasa Yorumu
■ neutral · 55%The news does not directly target GOOGL; it concerns a development related to Nvidia and the semiconductor supply chain. There may be an indirect effect on GOOGL's own AI chip supply, but a clear directional signal is weak in the short term. The technical picture is slightly positive: the price is above SMA20 and SMA50, RSI at 59 is not in overbought territory, and MACD is above its signal line. Therefore, the news alone is not expected to determine the 1-3 day direction; a neutral bias is maintained.